A nonprofit is importing a file that contains both new one-time donations and updates to existing recurring donations. They want to refresh both opportunity and recurring donation records in the same import. What is the correct sequence of actions?

Enable both Opportunity Matching and Recurring Donation Matching before running the import

Run two separate imports: one for opportunities and one for recurring donations

Enable Donor Level Refresh only, as it covers all record types

Run the import with only Opportunity Matching, then manually update recurring donations

A nonprofit is importing a large dataset and wants to refresh donor levels. They are concerned about the import taking too long and affecting other users. What is the best approach to minimize disruption?

Use a third-party tool to update donor levels

Disable Donor Level Refresh and manually update levels later

Schedule the import during off-peak hours and enable Donor Level Refresh

Run the import in production during business hours

After importing a batch of donations, a nonprofit notices that donor levels (e.g., Bronze, Silver, Gold) were not updated based on the new cumulative giving amounts. They want the levels to refresh automatically as part of the import process. What should they do?

Run a report to recalculate donor levels

Manually update each donor's level after the import

Enable 'Opportunity Matching' to update donor levels

Enable the 'Donor Level Refresh' setting in NPSP Data Import before running the import

An organization is importing a spreadsheet of pledge payments that includes a column for the related opportunity ID. They want the import to update the existing opportunity records with the new payment amounts rather than create duplicate opportunities. Which NPSP Data Import setting should they enable?

Enable 'Opportunity Matching' to match on the opportunity ID

Enable 'Donor Level Refresh' to update opportunity amounts

Enable 'Recurring Donation Matching' to match on the opportunity ID

Enable 'Household Account Matching' to match on the opportunity ID

SalesforceCertified Agentforce Nonprofit Consultant

Domain 2Objective 6

Given a Situation in Which Data Needs to Be Imported to the System, Use the NPSP Settings at Appropriate Times During the Data Loading Process to Refresh Opportunities, Recurring Donations, and Levels. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 1)

Part of the NONPROFIT CLOUD DATA MANAGEMENT domain, which accounts for 11% of the AGENTFORCE-NONPROFIT-CONSULTANT exam.

22questions here

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5concepts

11%of the exam

Questions 1–5

1application · medium
A nonprofit is importing a file that contains both new one-time donations and updates to existing recurring donations. They want to refresh both opportunity and recurring donation records in the same import. What is the correct sequence of actions?
Select an answer first
2expert · hard
A nonprofit is importing a large dataset and wants to refresh donor levels. They are concerned about the import taking too long and affecting other users. What is the best approach to minimize disruption?
Select an answer first
3application · medium
After importing a batch of donations, a nonprofit notices that donor levels (e.g., Bronze, Silver, Gold) were not updated based on the new cumulative giving amounts. They want the levels to refresh automatically as part of the import process. What should they do?
Select an answer first
4application · medium
An organization is importing a spreadsheet of pledge payments that includes a column for the related opportunity ID. They want the import to update the existing opportunity records with the new payment amounts rather than create duplicate opportunities. Which NPSP Data Import setting should they enable?
Select an answer first
5foundation · easy
Which NPSP data import setting is used to refresh donor levels or membership levels during the import process?
Select an answer first

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Given a Situation in Which Data Needs to Be Imported to the System, Use the NPSP Settings at Appropriate Times During the Data Loading Process to Refresh Opportunities, Recurring Donations, and Levels. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 1)

Questions 1–5

A nonprofit is importing a file that contains both new one-time donations and updates to existing recurring donations. They want to refresh both opportunity and recurring donation records in the same import. What is the correct sequence of actions?

A nonprofit is importing a large dataset and wants to refresh donor levels. They are concerned about the import taking too long and affecting other users. What is the best approach to minimize disruption?

After importing a batch of donations, a nonprofit notices that donor levels (e.g., Bronze, Silver, Gold) were not updated based on the new cumulative giving amounts. They want the levels to refresh automatically as part of the import process. What should they do?

Which NPSP data import setting is used to refresh donor levels or membership levels during the import process?

Keep studying — NONPROFIT CLOUD DATA MANAGEMENT